WealthGarden F.S.’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

WealthGarden F.S.’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$712K	Sell	8,882 -195	-2%	-$15.1K	0.4%	70
2026 Q1	$637K	Sell	9,077 -625	-6%	-$45.9K	0.43%	78
2025 Q4	$728K	Sell	9,702 -639	-6%	-$47K	0.48%	65
2025 Q3	$758K	Sell	10,341 -125	-1%	-$8.73K	0.54%	60
2025 Q2	$721K	Sell	10,466 -356	-3%	-$22.1K	0.6%	53
2025 Q1	$656K	Buy	10,822 +409	+4%	+$26.2K	0.63%	59
2024 Q4	$667K	Buy	10,413 +780	+8%	+$50.2K	0.62%	55
2024 Q3	$604K	Sell	9,633 -905	-9%	-$54.7K	0.59%	55
2024 Q2	$626K	Buy	+10,538	New	+$602K	0.66%	53

Other funds holding LCTU

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

WealthGarden F.S.'s LCTU Position: Q2 2026 in Review

WealthGarden F.S. reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.1% in Q2 2026, selling an estimated $15.1K and leaving 8,882 shares worth $712K. The position accounts for 0.4% of the portfolio, ranked #70.

WealthGarden F.S. first reported a position in LCTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $758K in Q3 2025. 88 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

WealthGarden F.S. held 8,882 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $712K as of Q2 2026.
WealthGarden F.S. sold 195 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $15.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.4% of WealthGarden F.S.'s portfolio in Q2 2026, its #70 holding.
WealthGarden F.S. first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $758K in Q3 2025.
88 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.